MCC
IDA icon

Money Concepts Capital’s Idacorp IDA Stock Holding History

Money Concepts Capital’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-220
Closed -$23.7K – 1628
2022
Q4 		$23.7K Buy
+220
New +$22.8K ﹤0.01% 1590
2022
Q2 		– Sell
-100
Closed -$12K – 2001
2022
Q1 		$12K Buy
+100
New +$10.9K ﹤0.01% 1842

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Money Concepts Capital's IDA Position: Q1 2023 in Review

Money Concepts Capital sold out of Idacorp (IDA) in Q1 2023, closing a stake of 220 shares — an estimated $23.7K sold.

Money Concepts Capital first reported a position in IDA in Q1 2022 and held it in 2 quarters. The position peaked at $23.7K in Q4 2022. 386 funds tracked by Wall St. Rank hold IDA as of Q1 2023.

  • Money Concepts Capital reported no remaining Idacorp position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 220 Idacorp shares in Q1 2023, an estimated $23.7K.
  • Money Concepts Capital first reported a position in Idacorp in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Idacorp position peaked at $23.7K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held Idacorp as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.